See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL9 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $37,896 |
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,804 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 · EIN 35-2015845 9465 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Other fees; Claims processing; Record... | $1,456 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,502 | $113,016-21.7% | $103,476-14.5% | $74,495+18.8% |
| Participation rate | 99.3% | 80.8%+18.6pp | 80.5%+18.8pp | 67.2%+32.1pp |
| Annual return | 11.75% | 23.24%-11.5pp | 23.90%-12.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $5,999 | $4,881+22.9% | $4,672+28.4% | $2,623+128.7% |
| Participant deferral / active EE | $4,597 | $7,279-36.9% | $6,623-30.6% | $4,346+5.8% |
| Admin fee / account holder | $223 | $1,709-86.9% | $9,413-97.6% | $1,942-88.5% |